In 1997 I joined NorthStar Technologies, Inc., a Manhattan-based financial services consulting firm. As a Partner and Senior Consultant I established a fixed-cost application development business, managed their IT consulting practice and worked on several major consulting projects.
Client: Deutsche Financial Services (a wholly owned subsidiary of Deutsche Bank)
Retained by the Chief Information Officer to conduct an analysis of their current systems capabilities and determine if these systems could support the organization’s plan to exploit new business opportunities in Europe and other locations across the globe. The analysis was framed with the understanding that the company was already in the execution stage of their European expansion initiative with a goal of being operational with a key client in Germany four months after my arrival. This analysis was considered crucial to the company’s future success abroad.
My analysis included a comprehensive investigation of 12 existing systems and their relationships. The analysis was completed to the full satisfaction of the Chief Information Officer. Subsequently, the results were reported in a full-day formal presentation to senior management including the Chief Executive Officer and members of their operating committee.
Client: BNY ESI & Co. (formerly ESI Securities Company)
This project encompassed management consulting and the development of a turnkey solution. All work was completed onsite over a period of 9 months.
This broker-dealer uses technology to differentiate themselves from their competitors providing their clients with financial applications that facilitate electronic trading. For a major client, this firm developed a new application that was rolled-out with major issues that jeopardized their relationship with this client and, more importantly, their reputation in the marketplace.
Retained by the Chief Information Officer to manage the project and the relationship with the client, provide a quick assessment of all issues, and recommend a course of action. I quickly assessed the problem and proposed a solution to the Chief Information Officer and Chief Executive Officer, which was approved. The solution included a major stabilization effort with milestones and a parallel rewrite of the application. I staffed and managed the stabilization effort and served as project manager of the rewrite effort. The project was competed to the full satisfaction of the client. Also assisted in staffing during this engagement recruiting 4 full-time technology professionals prior to project end.